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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1051
Financial Management Professionals
Texas
$80K -$8.69K -120 -10%
DWP
1052
Destiny Wealth Partners
Florida
$79K +$81.8K +1,130 New
SFP
1053
Sterling Financial Planning
New Jersey
$77K +$24.4K +337 +45%
PSB
1054
Piscataqua Savings Bank
New Hampshire
$73K -$6.8K -94 -8%
SFFS
1055
Stonehage Fleming Financial Services
Jersey
$72K – – –
TFS
1056
TrustCore Financial Services
Tennessee
$72K +$5.43K +75 +8%
GFPC
1057
Global Financial Private Client
Florida
$71.6K – – –
HI
1058
Hudock Inc
Pennsylvania
$71K +$362 +5 +0.5%
BWA
1059
BDO Wealth Advisors
Florida
$70K – – –
RFA
1060
Reilly Financial Advisors
California
$69K – – –
GAM
1061
Gemmer Asset Management
California
$69K +$1.81K +25 +3%
EWM
1062
Evermay Wealth Management
Virginia
$67K – – –
TC
1063
Trust Company
Kansas
$66K – – –
ME
1064
McIlrath & Eck
Washington
$64K +$72 +1 +0.1%
ACA
1065
Atlas Capital Advisors
Wyoming
$63.9K – – –
AW
1066
Avion Wealth
Texas
$63K – – –
PCH
1067
PGIM Custom Harvest
New Jersey
$63K – – –
VNA
1068
Valley National Advisers
Pennsylvania
$59K -$7.89K -109 -11%
HWA
1069
Heritage Wealth Advisors
Virginia
$57.2K – – –
CI
1070
CX Institutional
Indiana
$56K -$14.3K -197 -20%
VCM
1071
Versant Capital Management
Arizona
$56K +$1.23K +17 +2%
WQ
1072
Wealth Quarterback
New Jersey
$56K +$7.75K +107 +15%
HA
1073
Herold Advisors
New York
$56K +$57.9K +800 New
SCA
1074
Stonebridge Capital Advisors
Minnesota
$55K -$64.4K -889 -53%
VCM
1075
Vigilant Capital Management
Maine
$52K +$3.04K +42 +6%
41 42
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44 45